Privacy Policy

Last updated: September 16, 2026

Last updated: September 16, 2026

This Privacy Policy explains how OfficeFlow AI collects, uses, shares, and safeguards information when you use our platform and services. It applies to all users of OfficeFlow AI. Individual organizations may publish their own terms or policies inside their Settings; those govern the relationship between that organization and its customers.

Information We Collect
  • Account data: name, email, phone, role, profile preferences.
  • Business data you store in the platform: customers, estimates, invoices, payments, jobs, messages, files.
  • Payment-related data (processed by providers): amounts, status, masked identifiers. We do not store full card or bank numbers on our servers.
  • Technical data: IP address, device identifiers, OS and browser type, pages visited, referrers, locale, approximate location, and timestamps.
  • Support communications and feedback you provide.
How We Use Information
  • Provide and improve the platform (invoicing, scheduling, messaging, reporting, automations).
  • Operate user accounts, authenticate access, and remember preferences.
  • Communicate about service updates, security alerts, and administrative messages.
  • Analyze usage, troubleshoot issues, and personalize features.
  • Prevent fraud, secure our systems, and comply with legal obligations.
  • With consent, send promotional communications (you may opt out at any time).
How We Share Information
  • With service providers (e.g., hosting, email/SMS, payments, analytics) under confidentiality obligations.
  • When required by law, regulation, legal process, or to protect rights, safety, and security.
  • As part of business transfers (merger, acquisition, asset sale) subject to this Policy.
  • With your consent or at your direction.
Cookies and Similar Technologies

We use cookies, local storage, and similar technologies to keep you signed in, remember preferences, and understand usage. You can control cookies in your browser; disabling them may impact certain features.

Your Rights
  • Access a copy of your personal data and information about how it’s used.
  • Request correction, deletion, or restriction where applicable.
  • Object to certain processing and opt out of marketing.
  • Data portability where technically feasible.
  • Withdraw consent where processing relies on consent.

To exercise these rights, contact us using the details below. We may verify your identity before responding.

Data Retention

We keep information as long as needed to provide the platform, comply with legal obligations, resolve disputes, and enforce agreements. Retention periods vary by data type and context.

International Data Transfers

If information is transferred across borders, we implement appropriate safeguards (such as standard contractual clauses) as required by law.

Children’s Privacy

The platform is not directed to children under 13 (or the minimum age in your jurisdiction). We do not knowingly collect personal information from children.

Changes to this Policy

We may update this Policy periodically. Material changes will be communicated, and the “Last updated” date above will reflect the current version.

Contact Us

For questions or requests about this Privacy Policy, email us at info@officeflowai.com.